Non Thai Articles

paulren's picture

The key global concern to resurgent Thai stocks.

Many global, as well as Thai stock investors alike now wonder if the US housing mortgage market scandal/correction will kick the wind out of stock-markets far away, like Thailand. A US recession in 2008? 

I continue to think not.  With the Thai elections increasingly closer and the economy likely to resurge...

paulren's picture

Swiss Bank retro-commissions, a conflict of interest.

A host of ever expanding services, products and investment alternatives; not the least -and just to name a few- are fancy derivatives, funds, ETF and a tray of other cooked-up choices only surpassed by their creative names. US Mortgage backed securties, now many sinking in value, are not far behind.  ...

paulren's picture

Swiss Bank retro-commissions, a conflict of interest.

A host of ever expanding services, products and investment alternatives; not the least -and just to name a few- are fancy derivatives, funds, ETF and a tray of other cooked-up choices only surpassed by their creative names. US Mortgage backed securties, now many sinking in value, are not far behind.  ...

paulren's picture

The commodity super bull cycle, I just don"t buy it.

A continued commodity super bull cycle? Or, just another bubble in the making. Inflation looks allot tamer to me then some others, as I explained in a previous article. Here I articulate more on why I am at best, a subdued & cautious commodities fan. Here is a wake-up call,...

paulren's picture

Are the inflation buggs going mad?

Here is the continuation of a recent exchange I had with Dr. Marc Faber whom seems convinced there are all kinds of price pressures building -and so justifies his super bullish case on Gold. As well as the continuation of the super-cycle on prices inflationi across just about all commodities....

paulren's picture

Questioning the new inflation bugs.

Here is a letter I just sent to Mr. Marc Faber, after viewing his 28 minute interview recently given in Zurich. (An original "member only" article, as posted here on November 1 '06 and made available for all). Mr. Faber is a noted dire Gold fan. And while I am...

paulren's picture

No commodities buff here, my contrarian view explained.

I remain guarded on the re-inflation theme advocated or feared by so many investors. China is exporting deflation in manufactured/consumer products -and this trend will only get better in the medium term -as the global super discount centers must and will clip their fat margins. Inflationary beneficiary bugs, be on...

paulren's picture

The East Asian Summit

East Asian economic winds are blowing stronger then ever before.

The new East Asian Summit will be the first time so many Asian countries are holiding a political gathering without the presence of the United States -or any other great power.

The region has now accumulated $2.5 trillion of foreign exchange reserves compared...

paulren's picture

Beware of Christmas 2006.

There is a new risk looming over the global economy at the start of 2006.

The risk is a sharp slowing in the growth rate of U.S. consumer spending. The Federal Reserve is committed to a policy of monetary restraint which is going to sharply curtail the inflation rate...

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